Peter E. Dolan

Peter works with accomplished families across the country.

Peter gets a deep satisfaction from being able to create close partnerships with his clients. He enjoys helping them develop an integrated approach to their financial matters.

Peter is a strong advocate of the importance of taking a balanced approach when creating a portfolio. He looks at every investment from the perspective of creating sustained growth, managing risk, and providing an optimal amount of diversification.

He believes that there are multiple ways to manage money, and it is important to offer his clients access to as many options as possible so that together they can make sound choices.

Besides his work as an advisor, Peter enjoys making contributions outside the office. He is currently a member of the Finance Committee at SSM HealthCare. With 40,000 team members and more than 11,000 providers, SSM HealthCare is committed to providing exceptional health care services across four states in the Midwest. Peter has been a President of the International Association of Financial Planning and has served as a Board member of Regis University. He also enjoys spending time in California at his family’s winery.